AMAT vs WFC: Which Is the Better Buy?
Side-by-side comparison of Applied Materials, Inc. and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Applied Materials, Inc. · Technology
$474.38
-3.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+20.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMAT |
WFC |
| Current Price |
$474.38 |
$86.12 |
| Fair Value Estimate |
$457.95 |
$103.68 |
| Upside to Fair Value |
-3.5%
|
+20.4%
|
| Market Cap |
$376.6B |
$260.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.1x
|
15.6x
|
| Price / Sales |
12.2x
|
2.0x
|
| Price / FCF |
67.0x
|
13.7x
|
| Revenue Growth YoY |
+24.8%
|
+11.3%
|
| Gross Margin |
49.4%
|
64.5%
|
| Operating Margin |
30.5%
|
21.2%
|
| Return on Equity |
40.4%
|
12.6%
|
| Dividend Yield |
0.42% |
2.15% |
| FCF Yield |
1.49%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Applied Materials is the largest supplier of wafer fabrication equipment, providing deposition, etch, ion implantation, and process-control tools alongside a growing Applied Global Services aftermarket business to semiconductor manufacturers worldwide. The business quality is high: TTM gross margin of 49.4%, TTM operating margin of 30.5%, TTM net margin of 30.1%, and ROE of 40.4% reflect a durabl…
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
| Metric |
AMAT |
WFC |
| Zone Low |
$343.46 |
$77.76 |
| Zone High |
$389.26 |
$88.13 |
| In Buy Zone? |
No
|
Yes
|